See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,431 | $83,477+128.1% | $125,175+52.1% | $72,985+160.9% |
| Participation rate | 60.7% | 73.3%-12.6pp | 79.8%-19.1pp | 69.5%-8.8pp |
| Annual return | 18.15% | 25.78%-7.6pp | 43.79%-25.6pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,493 | $2,345-36.3% | $3,865-61.4% | $2,440-38.8% |
| Participant deferral / active EE | $4,822 | $3,585+34.5% | $4,937-2.3% | $3,607+33.7% |
| Admin fee / account holder | $7,797 | $5,517+41.3% | $9,702-19.6% | $5,124+52.2% |